DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,554 shares; 2024Q4: 19,554 shares; 2025Q1: 19,554 shares; 2025Q2: 35,582 shares; 2025Q3: 50,204 shares; 2025Q4: 1,537,647 shares 1,537,647 $115M 4.35% +1,487,443 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 12,761 shares; 2025Q1: 12,881 shares; 2025Q2: 22,931 shares; 2025Q3: 35,740 shares; 2025Q4: 125,817 shares 125,817 $86.8M 3.29% +90,077 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,887 shares; 2024Q4: 15,867 shares; 2025Q1: 15,859 shares; 2025Q2: 15,587 shares; 2025Q3: 15,669 shares; 2025Q4: 1,419,609 shares 1,419,609 $85.4M 3.24% +1,403,940 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,153 shares; 2024Q4: 161,005 shares; 2025Q1: 166,472 shares; 2025Q2: 144,550 shares; 2025Q3: 192,688 shares; 2025Q4: 287,658 shares 287,658 $78.6M 2.98% +94,970 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,892 shares; 2024Q4: 239,396 shares; 2025Q1: 251,385 shares; 2025Q2: 232,796 shares; 2025Q3: 309,976 shares; 2025Q4: 350,283 shares 350,283 $65.7M 2.49% +40,307 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,138 shares; 2024Q4: 225,487 shares; 2025Q1: 226,630 shares; 2025Q2: 227,298 shares; 2025Q3: 227,421 shares; 2025Q4: 1,598,205 shares 1,598,205 $63.8M 2.42% +1,370,784 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,184 shares; 2024Q4: 77,610 shares; 2025Q1: 78,813 shares; 2025Q2: 70,216 shares; 2025Q3: 97,637 shares; 2025Q4: 114,768 shares 114,768 $55.9M 2.12% +17,131 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,001 shares; 2024Q4: 61,469 shares; 2025Q1: 66,094 shares; 2025Q2: 92,937 shares; 2025Q3: 126,479 shares; 2025Q4: 912,013 shares 912,013 $49.1M 1.86% +785,534 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,416 shares; 2024Q4: 43,303 shares; 2025Q1: 67,990 shares; 2025Q2: 69,920 shares; 2025Q3: 82,735 shares; 2025Q4: 439,587 shares 439,587 $44M 1.67% +356,852 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,937 shares; 2024Q4: 26,937 shares; 2025Q1: 26,937 shares; 2025Q2: 39,793 shares; 2025Q3: 40,632 shares; 2025Q4: 826,929 shares 826,929 $38.8M 1.47% +786,297 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 17,833 shares; 2025Q2: 16,585 shares; 2025Q3: 18,359 shares; 2025Q4: 771,364 shares 771,364 $38.6M 1.46% +753,005 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 894,728 shares 894,728 $34.3M 1.3% +892,433 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,387 shares; 2024Q4: 20,529 shares; 2025Q1: 34,887 shares; 2025Q2: 70,510 shares; 2025Q3: 147,090 shares; 2025Q4: 375,479 shares 375,479 $33.7M 1.28% +228,389 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,064 shares; 2024Q4: 88,891 shares; 2025Q1: 92,443 shares; 2025Q2: 82,442 shares; 2025Q3: 113,249 shares; 2025Q4: 139,112 shares 139,112 $32.3M 1.23% +25,863 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,547 shares; 2024Q4: 207,693 shares; 2025Q1: 205,727 shares; 2025Q2: 207,742 shares; 2025Q3: 211,936 shares; 2025Q4: 220,512 shares 220,512 $31.3M 1.19% +8,576 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 15,600 shares; 2025Q1: 17,623 shares; 2025Q2: 25,233 shares; 2025Q3: 30,058 shares; 2025Q4: 44,953 shares 44,953 $28.4M 1.08% +14,895 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,818 shares; 2024Q4: 64,618 shares; 2025Q1: 63,353 shares; 2025Q2: 56,712 shares; 2025Q3: 75,680 shares; 2025Q4: 89,228 shares 89,228 $28M 1.06% +13,548 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,233 shares; 2024Q4: 13,836 shares; 2025Q1: 14,290 shares; 2025Q2: 13,336 shares; 2025Q3: 12,980 shares; 2025Q4: 402,560 shares 402,560 $24.2M 0.92% +389,580 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,809 shares; 2024Q4: 21,642 shares; 2025Q1: 22,604 shares; 2025Q2: 20,159 shares; 2025Q3: 27,181 shares; 2025Q4: 33,444 shares 33,444 $22.3M 0.84% +6,263 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,955 shares; 2024Q4: 42,864 shares; 2025Q1: 42,628 shares; 2025Q2: 39,816 shares; 2025Q3: 56,996 shares; 2025Q4: 63,073 shares 63,073 $22.1M 0.84% +6,077 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 8,358 shares; 2025Q1: 15,591 shares; 2025Q2: 13,989 shares; 2025Q3: 17,394 shares; 2025Q4: 43,997 shares 43,997 $21.6M 0.82% +26,603 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,188 shares; 2024Q4: 47,931 shares; 2025Q1: 47,648 shares; 2025Q2: 42,119 shares; 2025Q3: 59,924 shares; 2025Q4: 66,650 shares 66,650 $21M 0.79% +6,726 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,498 shares; 2024Q4: 100,683 shares; 2025Q1: 113,377 shares; 2025Q2: 129,103 shares; 2025Q3: 170,417 shares; 2025Q4: 207,234 shares 207,234 $18.7M 0.71% +36,817 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480,429 shares 480,429 $18.3M 0.7% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,410 shares; 2024Q4: 38,737 shares; 2025Q1: 40,129 shares; 2025Q2: 37,459 shares; 2025Q3: 48,398 shares; 2025Q4: 55,883 shares 55,883 $18.1M 0.68% +7,485 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,206 shares; 2024Q4: 68,462 shares; 2025Q1: 90,357 shares; 2025Q2: 94,881 shares; 2025Q3: 111,339 shares; 2025Q4: 119,724 shares 119,724 $17M 0.64% +8,385 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 13,748 shares; 2025Q1: 14,058 shares; 2025Q2: 12,181 shares; 2025Q3: 17,986 shares; 2025Q4: 33,580 shares 33,580 $16.9M 0.64% +15,594 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 870 shares; 2025Q3: 174 shares; 2025Q4: 163,888 shares 163,888 $16.9M 0.64% +163,714 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,047 shares; 2024Q4: 24,957 shares; 2025Q1: 21,929 shares; 2025Q2: 23,235 shares; 2025Q3: 30,754 shares; 2025Q4: 35,986 shares 35,986 $16.4M 0.62% +5,232 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,837 shares; 2024Q4: 201,521 shares; 2025Q1: 246,654 shares; 2025Q2: 266,758 shares; 2025Q3: 257,369 shares; 2025Q4: 261,909 shares 261,909 $15.5M 0.59% +4,540 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 8,896 shares; 2025Q1: 9,410 shares; 2025Q2: 8,647 shares; 2025Q3: 11,467 shares; 2025Q4: 13,576 shares 13,576 $14.7M 0.56% +2,109 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,645 shares; 2024Q4: 233,146 shares; 2025Q1: 296,940 shares; 2025Q2: 336,809 shares; 2025Q3: 381,150 shares; 2025Q4: 400,386 shares 400,386 $14.2M 0.54% +19,236 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,638 shares; 2024Q4: 33,190 shares; 2025Q1: 76,130 shares; 2025Q2: 98,660 shares; 2025Q3: 72,030 shares; 2025Q4: 190,084 shares 190,084 $14.1M 0.54% +118,054 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,179 shares; 2024Q4: 188,456 shares; 2025Q1: 365,401 shares; 2025Q2: 389,677 shares; 2025Q3: 379,051 shares; 2025Q4: 385,494 shares 385,494 $13.8M 0.52% +6,443 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,332 shares; 2024Q4: 17,315 shares; 2025Q1: 21,944 shares; 2025Q2: 26,989 shares; 2025Q3: 36,856 shares; 2025Q4: 69,388 shares 69,388 $13.3M 0.51% +32,532 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192,231 shares; 2025Q4: 272,943 shares 272,943 $12.5M 0.47% +80,712 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,720 shares; 2025Q1: 1,613 shares; 2025Q2: 2,450 shares; 2025Q3: 16,003 shares; 2025Q4: 17,716 shares 17,716 $12.2M 0.46% +1,713 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,552 shares; 2024Q4: 42,450 shares; 2025Q1: 44,421 shares; 2025Q2: 43,822 shares; 2025Q3: 45,432 shares; 2025Q4: 172,018 shares 172,018 $12.1M 0.46% +126,586 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 479,763 shares 479,763 $12.1M 0.46% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,911 shares; 2024Q4: 49,133 shares; 2025Q1: 48,122 shares; 2025Q2: 69,340 shares; 2025Q3: 89,415 shares; 2025Q4: 97,306 shares 97,306 $11.9M 0.45% +7,891 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,850 shares; 2024Q4: 185,363 shares; 2025Q1: 393,161 shares; 2025Q2: 424,123 shares; 2025Q3: 443,590 shares; 2025Q4: 431,583 shares 431,583 $11.9M 0.45% -12,007 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303,764 shares; 2025Q4: 361,584 shares 361,584 $11.5M 0.44% +57,820 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,628 shares; 2024Q4: 33,570 shares; 2025Q1: 37,066 shares; 2025Q2: 37,715 shares; 2025Q3: 46,054 shares; 2025Q4: 53,621 shares 53,621 $11.1M 0.42% +7,567 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,691 shares; 2024Q4: 44,633 shares; 2025Q1: 44,199 shares; 2025Q2: 41,381 shares; 2025Q3: 44,959 shares; 2025Q4: 138,995 shares 138,995 $11M 0.42% +94,036 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 10,360 shares; 2025Q1: 12,007 shares; 2025Q2: 11,711 shares; 2025Q3: 14,028 shares; 2025Q4: 32,085 shares 32,085 $10.8M 0.41% +18,057 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,861 shares; 2024Q4: 210,955 shares; 2025Q1: 210,331 shares; 2025Q2: 217,729 shares; 2025Q3: 226,080 shares; 2025Q4: 241,815 shares 241,815 $10.7M 0.4% +15,735 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,042 shares; 2024Q4: 23,804 shares; 2025Q1: 24,778 shares; 2025Q2: 22,950 shares; 2025Q3: 28,611 shares; 2025Q4: 29,783 shares 29,783 $10.5M 0.4% +1,172 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,872 shares; 2024Q4: 45,774 shares; 2025Q1: 56,455 shares; 2025Q2: 64,049 shares; 2025Q3: 79,137 shares; 2025Q4: 92,826 shares 92,826 $9.98M 0.38% +13,689 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 10,053 shares; 2025Q1: 24,409 shares; 2025Q2: 19,644 shares; 2025Q3: 297,533 shares; 2025Q4: 300,942 shares 300,942 $9.89M 0.37% +3,409 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,820 shares; 2024Q4: 146,384 shares; 2025Q1: 161,611 shares; 2025Q2: 181,105 shares; 2025Q3: 200,218 shares; 2025Q4: 220,863 shares 220,863 $9.89M 0.37% +20,645 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,864 shares; 2024Q4: 133,900 shares; 2025Q1: 182,966 shares; 2025Q2: 205,692 shares; 2025Q3: 199,208 shares; 2025Q4: 206,961 shares 206,961 $9.76M 0.37% +7,753 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,504 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308,233 shares 308,233 $9.76M 0.37% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 656 shares; 2025Q2: 9,195 shares; 2025Q3: 30,776 shares; 2025Q4: 75,908 shares 75,908 $9.28M 0.35% +45,132 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 7,426 shares; 2025Q1: 67,177 shares; 2025Q2: 81,800 shares; 2025Q3: 89,346 shares; 2025Q4: 94,096 shares 94,096 $8.98M 0.34% +4,750 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 675 shares; 2025Q1: 837 shares; 2025Q2: 1,274 shares; 2025Q3: 2,490 shares; 2025Q4: 34,017 shares 34,017 $8.86M 0.34% +31,527 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,411 shares; 2024Q4: 3,704 shares; 2025Q1: 6,100 shares; 2025Q2: 28,933 shares; 2025Q3: 91,333 shares; 2025Q4: 128,594 shares 128,594 $8.67M 0.33% +37,261 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,034 shares; 2024Q4: 154,464 shares; 2025Q1: 256,461 shares; 2025Q2: 282,228 shares; 2025Q3: 349,652 shares; 2025Q4: 324,724 shares 324,724 $8.63M 0.33% -24,928 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,262 shares; 2024Q4: 112,016 shares; 2025Q1: 113,301 shares; 2025Q2: 114,821 shares; 2025Q3: 114,244 shares; 2025Q4: 115,425 shares 115,425 $8.56M 0.32% +1,181 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,221 shares; 2024Q4: 129,588 shares; 2025Q1: 145,388 shares; 2025Q2: 169,565 shares; 2025Q3: 195,115 shares; 2025Q4: 210,628 shares 210,628 $8.53M 0.32% +15,513 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,132 shares; 2024Q4: 51,870 shares; 2025Q1: 54,521 shares; 2025Q2: 49,608 shares; 2025Q3: 65,414 shares; 2025Q4: 75,909 shares 75,909 $8.5M 0.32% +10,495 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 952 shares; 2025Q1: 163 shares; 2025Q2: 1,916 shares; 2025Q3: 1,622 shares; 2025Q4: 147,288 shares 147,288 $8.45M 0.32% +145,666 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,510 shares; 2024Q4: 122,174 shares; 2025Q1: 129,133 shares; 2025Q2: 124,147 shares; 2025Q3: 111,702 shares; 2025Q4: 134,136 shares 134,136 $8.42M 0.32% +22,434 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 374 shares; 2025Q2: 410 shares; 2025Q3: 1,373 shares; 2025Q4: 164,303 shares 164,303 $8.26M 0.31% +162,930 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 5,880 shares; 2025Q1: 6,259 shares; 2025Q2: 6,005 shares; 2025Q3: 7,335 shares; 2025Q4: 9,440 shares 9,440 $8.17M 0.31% +2,105 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,229 shares; 2024Q4: 22,718 shares; 2025Q1: 25,096 shares; 2025Q2: 21,895 shares; 2025Q3: 30,240 shares; 2025Q4: 34,871 shares 34,871 $8.01M 0.3% +4,631 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,816 shares; 2024Q4: 130,926 shares; 2025Q1: 145,980 shares; 2025Q2: 145,641 shares; 2025Q3: 151,397 shares; 2025Q4: 151,701 shares 151,701 $7.34M 0.28% +304 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,697 shares; 2024Q4: 117,847 shares; 2025Q1: 139,391 shares; 2025Q2: 161,598 shares; 2025Q3: 190,164 shares; 2025Q4: 210,651 shares 210,651 $7.33M 0.28% +20,487 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 9,112 shares; 2025Q1: 9,198 shares; 2025Q2: 8,644 shares; 2025Q3: 11,666 shares; 2025Q4: 12,624 shares 12,624 $7.29M 0.28% +958 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 301 shares; 2025Q1: 600 shares; 2025Q2: 4,313 shares; 2025Q3: 22,756 shares; 2025Q4: 15,276 shares 15,276 $7.29M 0.28% -7,480 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,867 shares; 2024Q4: 32,097 shares; 2025Q1: 36,858 shares; 2025Q2: 33,147 shares; 2025Q3: 48,048 shares; 2025Q4: 58,872 shares 58,872 $7.12M 0.27% +10,824 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 32,826 shares; 2025Q1: 40,558 shares; 2025Q2: 32,385 shares; 2025Q3: 68,933 shares; 2025Q4: 120,460 shares 120,460 $7.12M 0.27% +51,527 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,452 shares; 2024Q4: 128,727 shares; 2025Q1: 178,692 shares; 2025Q2: 193,724 shares; 2025Q3: 201,141 shares; 2025Q4: 253,943 shares 253,943 $7.02M 0.27% +52,802 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,620 shares; 2025Q1: 5,066 shares; 2025Q2: 4,764 shares; 2025Q3: 6,319 shares; 2025Q4: 73,551 shares 73,551 $6.9M 0.26% +67,232 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 1,023 shares; 2025Q1: 2,103 shares; 2025Q2: 3,577 shares; 2025Q3: 19,336 shares; 2025Q4: 30,524 shares 30,524 $6.47M 0.25% +11,188 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,586 shares; 2025Q1: 2,869 shares; 2025Q2: 2,117 shares; 2025Q3: 3,021 shares; 2025Q4: 30,113 shares 30,113 $6.44M 0.24% +27,092 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 284 shares; 2025Q1: 1,963 shares; 2025Q2: 9,576 shares; 2025Q3: 39,604 shares; 2025Q4: 52,647 shares 52,647 $6.03M 0.23% +13,043 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,419 shares; 2024Q4: 123,668 shares; 2025Q1: 225,644 shares; 2025Q2: 246,400 shares; 2025Q3: 258,522 shares; 2025Q4: 262,291 shares 262,291 $5.95M 0.23% +3,769 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,720 shares; 2024Q4: 77,966 shares; 2025Q1: 128,788 shares; 2025Q2: 138,047 shares; 2025Q3: 136,815 shares; 2025Q4: 134,203 shares 134,203 $5.9M 0.22% -2,612 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 16,065 shares; 2025Q1: 25,542 shares; 2025Q2: 43,804 shares; 2025Q3: 47,219 shares; 2025Q4: 72,899 shares 72,899 $5.89M 0.22% +25,680 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,150 shares; 2024Q4: 66,205 shares; 2025Q1: 74,556 shares; 2025Q2: 70,601 shares; 2025Q3: 88,226 shares; 2025Q4: 105,912 shares 105,912 $5.85M 0.22% +17,686 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 321 shares; 2025Q1: 6,754 shares; 2025Q2: 17,997 shares; 2025Q3: 17,098 shares; 2025Q4: 46,735 shares 46,735 $5.8M 0.22% +29,637 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,058 shares; 2025Q1: 22,434 shares; 2025Q2: 18,959 shares; 2025Q3: 24,635 shares; 2025Q4: 32,635 shares 32,635 $5.67M 0.21% +8,000 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,939 shares; 2024Q4: 74,621 shares; 2025Q1: 75,513 shares; 2025Q2: 47,580 shares; 2025Q3: 67,130 shares; 2025Q4: 95,226 shares 95,226 $5.52M 0.21% +28,096 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,631 shares; 2024Q4: 30,852 shares; 2025Q1: 31,296 shares; 2025Q2: 29,946 shares; 2025Q3: 37,697 shares; 2025Q4: 38,284 shares 38,284 $5.51M 0.21% +587 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 11,313 shares; 2025Q1: 11,147 shares; 2025Q2: 10,262 shares; 2025Q3: 14,065 shares; 2025Q4: 15,625 shares 15,625 $5.41M 0.21% +1,560 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 1,114 shares; 2025Q4: 19,215 shares 19,215 $5.39M 0.2% +18,101 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 94 shares; 2025Q4: 76,078 shares 76,078 $5.34M 0.2% +75,984 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 4,580 shares; 2025Q1: 4,490 shares; 2025Q2: 3,644 shares; 2025Q3: 4,829 shares; 2025Q4: 5,919 shares 5,919 $5.23M 0.2% +1,090 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 18,840 shares; 2025Q1: 19,959 shares; 2025Q2: 17,495 shares; 2025Q3: 23,857 shares; 2025Q4: 25,854 shares 25,854 $5.1M 0.19% +1,997 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,897 shares; 2024Q4: 12,623 shares; 2025Q1: 17,717 shares; 2025Q2: 20,075 shares; 2025Q3: 43,917 shares; 2025Q4: 96,728 shares 96,728 $5.02M 0.19% +52,811 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,669 shares; 2024Q4: 13,051 shares; 2025Q1: 16,006 shares; 2025Q2: 12,734 shares; 2025Q3: 16,260 shares; 2025Q4: 17,103 shares 17,103 $5M 0.19% +843 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: not reported; 2025Q3: 90,772 shares; 2025Q4: 108,233 shares 108,233 $5M 0.19% +17,461 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,405 shares; 2025Q4: 230,062 shares 230,062 $4.98M 0.19% +28,657 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 22,187 shares; 2025Q1: 23,219 shares; 2025Q2: 21,405 shares; 2025Q3: 29,887 shares; 2025Q4: 32,615 shares 32,615 $4.97M 0.19% +2,728 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,492 shares; 2025Q4: 159,558 shares 159,558 $4.94M 0.19% +45,066 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,089 shares; 2024Q4: 12,768 shares; 2025Q1: 13,457 shares; 2025Q2: 15,394 shares; 2025Q3: 20,620 shares; 2025Q4: 22,868 shares 22,868 $4.92M 0.19% +2,248 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,860 shares; 2024Q4: 44,321 shares; 2025Q1: 45,057 shares; 2025Q2: 42,774 shares; 2025Q3: 57,549 shares; 2025Q4: 63,369 shares 63,369 $4.91M 0.19% +5,820 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,257 shares; 2025Q2: 47,958 shares; 2025Q3: 49,841 shares; 2025Q4: 50,906 shares 50,906 $4.79M 0.18% +1,065 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,520 shares; 2024Q4: 105,611 shares; 2025Q1: 98,845 shares; 2025Q2: 95,099 shares; 2025Q3: 100,977 shares; 2025Q4: 105,562 shares 105,562 $4.71M 0.18% +4,585 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,279 shares; 2024Q4: 33,811 shares; 2025Q1: 36,181 shares; 2025Q2: 36,170 shares; 2025Q3: 55,652 shares; 2025Q4: 51,975 shares 51,975 $4.7M 0.18% -3,677 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 12,842 shares; 2025Q1: 15,581 shares; 2025Q2: 15,168 shares; 2025Q3: 21,723 shares; 2025Q4: 25,938 shares 25,938 $4.69M 0.18% +4,215 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 5,540 shares; 2025Q1: 6,187 shares; 2025Q2: 15,758 shares; 2025Q3: 29,623 shares; 2025Q4: 43,466 shares 43,466 $4.66M 0.18% +13,843 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,213 shares; 2024Q4: 141,356 shares; 2025Q1: 132,124 shares; 2025Q2: 129,374 shares; 2025Q3: 133,540 shares; 2025Q4: 134,052 shares 134,052 $4.64M 0.18% +512 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 1,796 shares; 2025Q3: 1,940 shares; 2025Q4: 140,798 shares 140,798 $4.63M 0.18% +138,858 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,929 shares; 2024Q4: 38,411 shares; 2025Q1: 42,489 shares; 2025Q2: 40,231 shares; 2025Q3: 54,307 shares; 2025Q4: 65,225 shares 65,225 $4.57M 0.17% +10,918 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 8,746 shares; 2025Q1: 9,098 shares; 2025Q2: 7,668 shares; 2025Q3: 9,545 shares; 2025Q4: 16,797 shares 16,797 $4.47M 0.17% +7,252 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 4,346 shares; 2025Q1: 5,293 shares; 2025Q2: 8,055 shares; 2025Q3: 9,295 shares; 2025Q4: 14,907 shares 14,907 $4.37M 0.17% +5,612 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 9,835 shares; 2025Q1: 10,028 shares; 2025Q2: 9,536 shares; 2025Q3: 12,280 shares; 2025Q4: 14,135 shares 14,135 $4.35M 0.17% +1,855 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 9,962 shares; 2025Q1: 11,538 shares; 2025Q2: 10,098 shares; 2025Q3: 13,503 shares; 2025Q4: 14,374 shares 14,374 $4.34M 0.16% +871 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,388 shares; 2024Q4: 47,165 shares; 2025Q1: 66,860 shares; 2025Q2: 76,111 shares; 2025Q3: 76,607 shares; 2025Q4: 78,974 shares 78,974 $4.27M 0.16% +2,367 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,783 shares; 2024Q4: 10,788 shares; 2025Q1: 11,657 shares; 2025Q2: 10,509 shares; 2025Q3: 13,788 shares; 2025Q4: 16,392 shares 16,392 $4.26M 0.16% +2,604 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,811 shares; 2025Q1: 9,225 shares; 2025Q2: 48,308 shares; 2025Q3: 48,772 shares; 2025Q4: 58,452 shares 58,452 $4.19M 0.16% +9,680 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,411 shares; 2025Q4: 143,345 shares 143,345 $4.18M 0.16% +16,934 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 23,929 shares; 2025Q1: 28,162 shares; 2025Q2: 24,695 shares; 2025Q3: 38,088 shares; 2025Q4: 44,113 shares 44,113 $4.16M 0.16% +6,025 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,655 shares; 2024Q4: 32,798 shares; 2025Q1: 38,508 shares; 2025Q2: 36,336 shares; 2025Q3: 38,118 shares; 2025Q4: 40,605 shares 40,605 $4.15M 0.16% +2,487 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,587 shares; 2024Q4: 40,105 shares; 2025Q1: 41,706 shares; 2025Q2: 41,068 shares; 2025Q3: 40,907 shares; 2025Q4: 44,602 shares 44,602 $4.15M 0.16% +3,695 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,147 shares; 2024Q4: 19,766 shares; 2025Q1: 18,285 shares; 2025Q2: 19,726 shares; 2025Q3: 24,450 shares; 2025Q4: 26,597 shares 26,597 $4.13M 0.16% +2,147 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 7,040 shares; 2025Q1: 8,241 shares; 2025Q2: 6,805 shares; 2025Q3: 10,766 shares; 2025Q4: 13,100 shares 13,100 $4.08M 0.15% +2,334 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 5,507 shares; 2025Q1: 8,782 shares; 2025Q2: 8,820 shares; 2025Q3: 6,364 shares; 2025Q4: 18,342 shares 18,342 $4.06M 0.15% +11,978 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 657 shares; 2025Q1: 235 shares; 2025Q2: 25,567 shares; 2025Q3: 2,209 shares; 2025Q4: 76,231 shares 76,231 $4.03M 0.15% +74,022 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 4,847 shares; 2025Q1: 5,139 shares; 2025Q2: 4,514 shares; 2025Q3: 6,399 shares; 2025Q4: 6,977 shares 6,977 $4.03M 0.15% +578 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,801 shares; 2024Q4: 25,089 shares; 2025Q1: 26,166 shares; 2025Q2: 26,393 shares; 2025Q3: 26,727 shares; 2025Q4: 50,896 shares 50,896 $3.98M 0.15% +24,169 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 10,630 shares; 2025Q1: 13,432 shares; 2025Q2: 12,955 shares; 2025Q3: 18,799 shares; 2025Q4: 21,565 shares 21,565 $3.97M 0.15% +2,766 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,060 shares; 2025Q1: 2,042 shares; 2025Q2: 1,730 shares; 2025Q3: 2,630 shares; 2025Q4: 12,981 shares 12,981 $3.96M 0.15% +10,351 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,867 shares; 2024Q4: 35,925 shares; 2025Q1: 33,948 shares; 2025Q2: 26,864 shares; 2025Q3: 32,757 shares; 2025Q4: 36,892 shares 36,892 $3.91M 0.15% +4,135 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 10,922 shares; 2025Q2: 43,292 shares; 2025Q3: 45,874 shares; 2025Q4: 63,472 shares 63,472 $3.89M 0.15% +17,598 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,647 shares; 2024Q4: 72,690 shares; 2025Q1: 76,078 shares; 2025Q2: 77,764 shares; 2025Q3: 79,824 shares; 2025Q4: 99,079 shares 99,079 $3.88M 0.15% +19,255 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 7,156 shares; 2025Q1: 7,402 shares; 2025Q2: 6,423 shares; 2025Q3: 8,418 shares; 2025Q4: 10,304 shares 10,304 $3.85M 0.15% +1,886 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,374 shares; 2024Q4: 22,760 shares; 2025Q1: 22,636 shares; 2025Q2: 20,377 shares; 2025Q3: 27,663 shares; 2025Q4: 30,322 shares 30,322 $3.81M 0.14% +2,659 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,951 shares; 2024Q4: 28,235 shares; 2025Q1: 33,353 shares; 2025Q2: 33,335 shares; 2025Q3: 39,345 shares; 2025Q4: 40,434 shares 40,434 $3.8M 0.14% +1,089 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,877 shares; 2025Q1: 1,879 shares; 2025Q2: 2,394 shares; 2025Q3: 2,376 shares; 2025Q4: 6,085 shares 6,085 $3.77M 0.14% +3,709 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,393 shares; 2024Q4: 92,673 shares; 2025Q1: 91,856 shares; 2025Q2: 87,737 shares; 2025Q3: 88,974 shares; 2025Q4: 92,277 shares 92,277 $3.72M 0.14% +3,303 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 1,656 shares; 2025Q2: 4,593 shares; 2025Q3: 29,033 shares; 2025Q4: 72,314 shares 72,314 $3.7M 0.14% +43,281 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,557 shares; 2024Q4: 12,083 shares; 2025Q1: 13,093 shares; 2025Q2: 11,770 shares; 2025Q3: 16,973 shares; 2025Q4: 20,257 shares 20,257 $3.63M 0.14% +3,284 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,818 shares; 2024Q4: 10,662 shares; 2025Q1: 21,355 shares; 2025Q2: 23,233 shares; 2025Q3: 23,349 shares; 2025Q4: 25,044 shares 25,044 $3.62M 0.14% +1,695 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,153 shares; 2024Q4: 33,093 shares; 2025Q1: 44,476 shares; 2025Q2: 34,151 shares; 2025Q3: 52,795 shares; 2025Q4: 52,031 shares 52,031 $3.58M 0.14% -764 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 3,069 shares; 2025Q2: 4,603 shares; 2025Q3: 5,051 shares; 2025Q4: 9,449 shares 9,449 $3.55M 0.13% +4,398 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 451 shares; 2025Q1: 468 shares; 2025Q2: 454 shares; 2025Q3: 577 shares; 2025Q4: 653 shares 653 $3.55M 0.13% +76 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,624 shares; 2024Q4: 7,553 shares; 2025Q1: 6,926 shares; 2025Q2: 7,692 shares; 2025Q3: 9,643 shares; 2025Q4: 11,032 shares 11,032 $3.54M 0.13% +1,389 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,538 shares; 2025Q1: 3,972 shares; 2025Q2: 3,862 shares; 2025Q3: 4,804 shares; 2025Q4: 5,239 shares 5,239 $3.51M 0.13% +435 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,619 shares; 2025Q4: 89,476 shares 89,476 $3.5M 0.13% -5,143 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 5,000 shares; 2025Q1: 5,356 shares; 2025Q2: 3,835 shares; 2025Q3: 5,119 shares; 2025Q4: 5,980 shares 5,980 $3.49M 0.13% +861 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 157 shares; 2025Q1: 11,026 shares; 2025Q2: 14,631 shares; 2025Q3: 159 shares; 2025Q4: 26,214 shares 26,214 $3.4M 0.13% +26,055 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 17,585 shares; 2025Q1: 44,412 shares; 2025Q2: 53,505 shares; 2025Q3: 85,819 shares; 2025Q4: 147,240 shares 147,240 $3.4M 0.13% +61,421 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,225 shares; 2025Q3: 92,225 shares; 2025Q4: 90,796 shares 90,796 $3.34M 0.13% -1,429 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,764 shares; 2024Q4: 24,545 shares; 2025Q1: 29,064 shares; 2025Q2: 23,265 shares; 2025Q3: 33,919 shares; 2025Q4: 35,888 shares 35,888 $3.31M 0.13% +1,969 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,134 shares; 2025Q1: 3,086 shares; 2025Q2: 3,285 shares; 2025Q3: 4,065 shares; 2025Q4: 21,350 shares 21,350 $3.29M 0.12% +17,285 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,622 shares; 2025Q1: 2,747 shares; 2025Q2: 2,413 shares; 2025Q3: 2,838 shares; 2025Q4: 3,000 shares 3,000 $3.25M 0.12% +162 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,941 shares; 2025Q4: 130,042 shares 130,042 $3.23M 0.12% +41,101 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,052 shares; 2024Q4: 16,056 shares; 2025Q1: 15,532 shares; 2025Q2: 19,038 shares; 2025Q3: 19,003 shares; 2025Q4: 19,560 shares 19,560 $3.22M 0.12% +557 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 6,132 shares; 2025Q1: 6,772 shares; 2025Q2: 7,913 shares; 2025Q3: 11,214 shares; 2025Q4: 13,197 shares 13,197 $3.22M 0.12% +1,983 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 1,793 shares; 2025Q1: 2,115 shares; 2025Q2: 2,190 shares; 2025Q3: 2,681 shares; 2025Q4: 2,986 shares 2,986 $3.2M 0.12% +305 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 22,551 shares; 2025Q1: 25,714 shares; 2025Q2: 23,640 shares; 2025Q3: 29,020 shares; 2025Q4: 36,278 shares 36,278 $3.18M 0.12% +7,258 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 20,341 shares; 2025Q1: 20,397 shares; 2025Q2: 17,021 shares; 2025Q3: 22,854 shares; 2025Q4: 26,849 shares 26,849 $3.15M 0.12% +3,995 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 7,664 shares; 2025Q1: 8,592 shares; 2025Q2: 5,633 shares; 2025Q3: 7,533 shares; 2025Q4: 9,468 shares 9,468 $3.15M 0.12% +1,935 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 32,620 shares 32,620 $3.08M 0.12% +32,134 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,665 shares; 2024Q4: 17,281 shares; 2025Q1: 30,919 shares; 2025Q2: 33,462 shares; 2025Q3: 39,126 shares; 2025Q4: 43,694 shares 43,694 $3.06M 0.12% +4,568 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 11,002 shares; 2025Q1: 10,517 shares; 2025Q2: 8,903 shares; 2025Q3: 15,258 shares; 2025Q4: 18,620 shares 18,620 $3.02M 0.11% +3,362 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,670 shares; 2025Q1: 4,166 shares; 2025Q2: 4,075 shares; 2025Q3: 5,024 shares; 2025Q4: 5,685 shares 5,685 $3M 0.11% +661 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,576 shares; 2025Q3: 97,576 shares; 2025Q4: 97,640 shares 97,640 $2.98M 0.11% +64 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,136 shares; 2024Q4: 40,143 shares; 2025Q1: 38,404 shares; 2025Q2: 39,282 shares; 2025Q3: 39,217 shares; 2025Q4: 39,217 shares 39,217 $2.96M 0.11% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,414 shares; 2024Q4: 14,155 shares; 2025Q1: 16,834 shares; 2025Q2: 24,332 shares; 2025Q3: 14,543 shares; 2025Q4: 14,804 shares 14,804 $2.96M 0.11% +261 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,393 shares; 2024Q4: 91,465 shares; 2025Q1: 95,197 shares; 2025Q2: 94,470 shares; 2025Q3: 121,069 shares; 2025Q4: 119,041 shares 119,041 $2.95M 0.11% -2,028 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 4,032 shares; 2025Q1: 4,246 shares; 2025Q2: 3,775 shares; 2025Q3: 4,357 shares; 2025Q4: 5,135 shares 5,135 $2.94M 0.11% +778 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,293 shares; 2025Q1: 8,242 shares; 2025Q2: not reported; 2025Q3: 11,321 shares; 2025Q4: 19,447 shares 19,447 $2.91M 0.11% +8,126 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 116 shares; 2025Q1: 115 shares; 2025Q2: 98 shares; 2025Q3: 61 shares; 2025Q4: 65,815 shares 65,815 $2.87M 0.11% +65,754 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 12,058 shares; 2025Q1: 14,718 shares; 2025Q2: 14,020 shares; 2025Q3: 16,959 shares; 2025Q4: 24,390 shares 24,390 $2.87M 0.11% +7,431 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,986 shares; 2024Q4: 26,490 shares; 2025Q1: 27,101 shares; 2025Q2: 23,123 shares; 2025Q3: 31,285 shares; 2025Q4: 34,661 shares 34,661 $2.79M 0.11% +3,376 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 8,223 shares; 2025Q1: 8,223 shares; 2025Q2: 7,099 shares; 2025Q3: 6,878 shares; 2025Q4: 59,115 shares 59,115 $2.79M 0.11% +52,237 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,364 shares; 2025Q1: 1,590 shares; 2025Q2: 1,583 shares; 2025Q3: 2,242 shares; 2025Q4: 2,240 shares 2,240 $2.79M 0.11% -2 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,513 shares 42,513 $2.78M 0.11% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,314 shares; 2025Q4: 86,344 shares 86,344 $2.77M 0.1% +11,030 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 2,421 shares; 2025Q3: 1,256 shares; 2025Q4: 24,531 shares 24,531 $2.76M 0.1% +23,275 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,225 shares; 2024Q4: 14,593 shares; 2025Q1: 13,487 shares; 2025Q2: 12,511 shares; 2025Q3: 16,305 shares; 2025Q4: 19,120 shares 19,120 $2.76M 0.1% +2,815 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 66,266 shares; 2025Q4: 53,436 shares 53,436 $2.73M 0.1% -12,830 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 6,341 shares; 2025Q1: 6,332 shares; 2025Q2: 5,611 shares; 2025Q3: 7,679 shares; 2025Q4: 7,684 shares 7,684 $2.72M 0.1% +5 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,388 shares; 2025Q4: 59,975 shares 59,975 $2.68M 0.1% -12,413 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,075 shares; 2024Q4: 14,323 shares; 2025Q1: 16,309 shares; 2025Q2: 15,382 shares; 2025Q3: 24,748 shares; 2025Q4: 28,594 shares 28,594 $2.65M 0.1% +3,846 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 10,919 shares; 2025Q1: 10,627 shares; 2025Q2: 9,862 shares; 2025Q3: 10,659 shares; 2025Q4: 12,700 shares 12,700 $2.64M 0.1% +2,041 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 15,919 shares; 2025Q1: 15,924 shares; 2025Q2: 12,951 shares; 2025Q3: 17,709 shares; 2025Q4: 19,260 shares 19,260 $2.62M 0.1% +1,551 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 2,035 shares; 2025Q1: 2,112 shares; 2025Q2: 1,930 shares; 2025Q3: 3,080 shares; 2025Q4: 3,971 shares 3,971 $2.62M 0.1% +891 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 10,608 shares; 2025Q1: 9,328 shares; 2025Q2: 8,354 shares; 2025Q3: 10,773 shares; 2025Q4: 12,269 shares 12,269 $2.59M 0.1% +1,496 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 7,770 shares; 2025Q4: 72,541 shares 72,541 $2.58M 0.1% +64,771 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,955 shares; 2025Q1: 9,281 shares; 2025Q2: 6,672 shares; 2025Q3: 8,808 shares; 2025Q4: 9,356 shares 9,356 $2.57M 0.1% +548 Timeline NBFC NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,739 shares 49,739 $2.55M 0.1% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,964 shares; 2025Q1: 5,344 shares; 2025Q2: 4,678 shares; 2025Q3: 6,563 shares; 2025Q4: 5,956 shares 5,956 $2.55M 0.1% -607 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 21,515 shares; 2025Q1: 20,936 shares; 2025Q2: 21,893 shares; 2025Q3: 22,843 shares; 2025Q4: 20,899 shares 20,899 $2.54M 0.1% -1,944 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,763 shares; 2024Q4: 7,797 shares; 2025Q1: 8,274 shares; 2025Q2: 6,206 shares; 2025Q3: 9,647 shares; 2025Q4: 10,350 shares 10,350 $2.52M 0.1% +703 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 16,362 shares; 2025Q1: 16,708 shares; 2025Q2: 14,139 shares; 2025Q3: 19,602 shares; 2025Q4: 21,926 shares 21,926 $2.52M 0.1% +2,324 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,911 shares; 2025Q1: 5,523 shares; 2025Q2: 5,030 shares; 2025Q3: 6,861 shares; 2025Q4: 7,612 shares 7,612 $2.5M 0.09% +751 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 20,128 shares; 2025Q4: 47,433 shares 47,433 $2.49M 0.09% +27,305 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,855 shares; 2025Q1: 6,695 shares; 2025Q2: 8,072 shares; 2025Q3: 12,965 shares; 2025Q4: 11,689 shares 11,689 $2.48M 0.09% -1,276 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 15,718 shares; 2025Q1: 16,310 shares; 2025Q2: 14,437 shares; 2025Q3: 16,553 shares; 2025Q4: 18,245 shares 18,245 $2.47M 0.09% +1,692 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,848 shares; 2024Q4: 9,784 shares; 2025Q1: 11,407 shares; 2025Q2: 9,415 shares; 2025Q3: 13,416 shares; 2025Q4: 14,210 shares 14,210 $2.47M 0.09% +794 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 402 shares; 2025Q1: 25,519 shares; 2025Q2: 52,084 shares; 2025Q3: 41,325 shares; 2025Q4: 101,834 shares 101,834 $2.46M 0.09% +60,509 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,604 shares; 2025Q4: 99,487 shares 99,487 $2.43M 0.09% +52,883 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,559 shares; 2025Q1: 13,699 shares; 2025Q2: 8,433 shares; 2025Q3: 9,770 shares; 2025Q4: 9,593 shares 9,593 $2.43M 0.09% -177 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 43,568 shares; 2025Q1: 42,263 shares; 2025Q2: 43,323 shares; 2025Q3: 59,191 shares; 2025Q4: 58,600 shares 58,600 $2.39M 0.09% -591 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 4,233 shares; 2025Q1: 4,545 shares; 2025Q2: 10,315 shares; 2025Q3: 10,702 shares; 2025Q4: 11,118 shares 11,118 $2.37M 0.09% +416 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 9,125 shares; 2025Q1: 8,785 shares; 2025Q2: 7,346 shares; 2025Q3: 8,318 shares; 2025Q4: 8,740 shares 8,740 $2.36M 0.09% +422 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,770 shares; 2025Q1: 5,909 shares; 2025Q2: 5,227 shares; 2025Q3: 6,463 shares; 2025Q4: 7,431 shares 7,431 $2.33M 0.09% +968 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 9,947 shares; 2025Q1: 11,878 shares; 2025Q2: 9,757 shares; 2025Q3: 14,250 shares; 2025Q4: 13,239 shares 13,239 $2.32M 0.09% -1,011 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 13,791 shares; 2025Q1: 15,710 shares; 2025Q2: 26,553 shares; 2025Q3: 26,525 shares; 2025Q4: 27,798 shares 27,798 $2.3M 0.09% +1,273 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,943 shares; 2024Q4: 75,605 shares; 2025Q1: 78,906 shares; 2025Q2: 79,582 shares; 2025Q3: 83,995 shares; 2025Q4: 88,633 shares 88,633 $2.29M 0.09% +4,638 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454 shares; 2024Q4: 10,117 shares; 2025Q1: 11,538 shares; 2025Q2: 11,637 shares; 2025Q3: 14,328 shares; 2025Q4: 16,315 shares 16,315 $2.26M 0.09% +1,987 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 6,374 shares; 2025Q1: 6,770 shares; 2025Q2: 7,232 shares; 2025Q3: 8,762 shares; 2025Q4: 9,253 shares 9,253 $2.26M 0.09% +491 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 8,064 shares; 2025Q1: 8,728 shares; 2025Q2: 6,620 shares; 2025Q3: 8,852 shares; 2025Q4: 9,642 shares 9,642 $2.25M 0.09% +790 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,588 shares; 2025Q4: 39,471 shares 39,471 $2.24M 0.09% -8,117 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,023 shares; 2024Q4: 18,733 shares; 2025Q1: 19,895 shares; 2025Q2: 17,530 shares; 2025Q3: 23,579 shares; 2025Q4: 23,315 shares 23,315 $2.24M 0.08% -264 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,216 shares; 2024Q4: 30,588 shares; 2025Q1: 31,031 shares; 2025Q2: 28,909 shares; 2025Q3: 29,146 shares; 2025Q4: 31,923 shares 31,923 $2.23M 0.08% +2,777 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 7,790 shares; 2025Q1: 8,144 shares; 2025Q2: 6,357 shares; 2025Q3: 8,754 shares; 2025Q4: 9,626 shares 9,626 $2.22M 0.08% +872 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 49,628 shares; 2025Q1: 42,874 shares; 2025Q2: 39,899 shares; 2025Q3: 51,414 shares; 2025Q4: 51,130 shares 51,130 $2.21M 0.08% -284 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,995 shares; 2025Q1: 5,435 shares; 2025Q2: 4,508 shares; 2025Q3: 5,679 shares; 2025Q4: 6,250 shares 6,250 $2.2M 0.08% +571 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,121 shares; 2024Q4: 19,041 shares; 2025Q1: 44,718 shares; 2025Q2: 57,726 shares; 2025Q3: 45,952 shares; 2025Q4: 46,596 shares 46,596 $2.17M 0.08% +644 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,017 shares; 2024Q4: 19,693 shares; 2025Q1: 21,155 shares; 2025Q2: 33,572 shares; 2025Q3: 29,934 shares; 2025Q4: 32,402 shares 32,402 $2.16M 0.08% +2,468 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,099 shares; 2024Q4: 26,442 shares; 2025Q1: 31,023 shares; 2025Q2: 39,821 shares; 2025Q3: 46,984 shares; 2025Q4: 73,174 shares 73,174 $2.15M 0.08% +26,190 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,468 shares; 2025Q1: 3,502 shares; 2025Q2: 3,167 shares; 2025Q3: 4,303 shares; 2025Q4: 4,566 shares 4,566 $2.15M 0.08% +263 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 9,861 shares; 2025Q1: 10,819 shares; 2025Q2: 8,726 shares; 2025Q3: 13,663 shares; 2025Q4: 17,286 shares 17,286 $2.13M 0.08% +3,623 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,352 shares; 2024Q4: 14,580 shares; 2025Q1: 15,773 shares; 2025Q2: 13,592 shares; 2025Q3: 19,006 shares; 2025Q4: 20,943 shares 20,943 $2.11M 0.08% +1,937 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 8,530 shares; 2025Q1: 9,163 shares; 2025Q2: 7,997 shares; 2025Q3: 11,435 shares; 2025Q4: 12,825 shares 12,825 $2.09M 0.08% +1,390 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 10,103 shares; 2025Q1: 11,382 shares; 2025Q2: 10,899 shares; 2025Q3: 13,090 shares; 2025Q4: 12,820 shares 12,820 $2.09M 0.08% -270 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 10,725 shares; 2025Q1: 14,895 shares; 2025Q2: 15,059 shares; 2025Q3: 20,385 shares; 2025Q4: 26,021 shares 26,021 $2.08M 0.08% +5,636 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 45 shares; 2025Q3: 14 shares; 2025Q4: 40,973 shares 40,973 $2.07M 0.08% +40,959 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,376 shares; 2024Q4: 16,871 shares; 2025Q1: 17,094 shares; 2025Q2: 17,973 shares; 2025Q3: 20,740 shares; 2025Q4: 26,110 shares 26,110 $2.07M 0.08% +5,370 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,202 shares; 2024Q4: 41,202 shares; 2025Q1: 41,202 shares; 2025Q2: 41,202 shares; 2025Q3: 41,202 shares; 2025Q4: 41,202 shares 41,202 $2.07M 0.08% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,576 shares; 2024Q4: 56,595 shares; 2025Q1: 58,132 shares; 2025Q2: 58,429 shares; 2025Q3: 60,094 shares; 2025Q4: 62,384 shares 62,384 $2.07M 0.08% +2,290 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,685 shares; 2024Q4: 15,021 shares; 2025Q1: 16,450 shares; 2025Q2: 14,170 shares; 2025Q3: 19,275 shares; 2025Q4: 21,361 shares 21,361 $2.06M 0.08% +2,086 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,005 shares; 2024Q4: 26,163 shares; 2025Q1: 38,101 shares; 2025Q2: 39,445 shares; 2025Q3: 48,116 shares; 2025Q4: 54,883 shares 54,883 $2.05M 0.08% +6,767 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 6,899 shares; 2025Q1: 6,863 shares; 2025Q2: 5,558 shares; 2025Q3: 7,606 shares; 2025Q4: 8,139 shares 8,139 $2.04M 0.08% +533 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 12,287 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 6,186 shares; 2025Q4: 14,036 shares 14,036 $2.04M 0.08% +7,850 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,310 shares 85,310 $2.01M 0.08% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,524 shares; 2025Q1: 10,772 shares; 2025Q2: 9,234 shares; 2025Q3: 13,544 shares; 2025Q4: 15,097 shares 15,097 $2M 0.08% +1,553 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,769 shares; 2025Q1: 7,997 shares; 2025Q2: 11,614 shares; 2025Q3: 2,473 shares; 2025Q4: 26,921 shares 26,921 $1.99M 0.08% +24,448 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,904 shares; 2025Q1: 4,484 shares; 2025Q2: 4,662 shares; 2025Q3: 6,571 shares; 2025Q4: 7,163 shares 7,163 $1.98M 0.07% +592 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,424 shares; 2024Q4: 35,311 shares; 2025Q1: 35,772 shares; 2025Q2: 36,069 shares; 2025Q3: 36,743 shares; 2025Q4: 40,249 shares 40,249 $1.97M 0.07% +3,506 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 8,701 shares; 2025Q1: 7,425 shares; 2025Q2: 5,556 shares; 2025Q3: 7,581 shares; 2025Q4: 10,024 shares 10,024 $1.97M 0.07% +2,443 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 3,736 shares; 2025Q1: 3,567 shares; 2025Q2: 3,728 shares; 2025Q3: 4,998 shares; 2025Q4: 5,411 shares 5,411 $1.93M 0.07% +413 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,040 shares; 2024Q4: 10,678 shares; 2025Q1: 13,876 shares; 2025Q2: 16,078 shares; 2025Q3: 18,162 shares; 2025Q4: 17,441 shares 17,441 $1.93M 0.07% -721 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 7,566 shares; 2025Q1: 8,212 shares; 2025Q2: 7,277 shares; 2025Q3: 9,227 shares; 2025Q4: 9,436 shares 9,436 $1.92M 0.07% +209 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 364 shares; 2025Q1: 1,011 shares; 2025Q2: 4,560 shares; 2025Q3: 16,612 shares; 2025Q4: 46,614 shares 46,614 $1.92M 0.07% +30,002 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 9,380 shares; 2025Q1: 14,356 shares; 2025Q2: 15,350 shares; 2025Q3: 22,281 shares; 2025Q4: 23,286 shares 23,286 $1.91M 0.07% +1,005 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 5,830 shares; 2025Q1: 6,115 shares; 2025Q2: 5,535 shares; 2025Q3: 7,344 shares; 2025Q4: 7,349 shares 7,349 $1.91M 0.07% +5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,297 shares; 2025Q1: 1,577 shares; 2025Q2: 1,345 shares; 2025Q3: 2,147 shares; 2025Q4: 2,143 shares 2,143 $1.91M 0.07% -4 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,498 shares; 2024Q4: 32,942 shares; 2025Q1: 32,536 shares; 2025Q2: 30,101 shares; 2025Q3: 35,479 shares; 2025Q4: 35,382 shares 35,382 $1.9M 0.07% -97 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 6,138 shares; 2025Q1: 7,001 shares; 2025Q2: 6,567 shares; 2025Q3: 7,797 shares; 2025Q4: 8,536 shares 8,536 $1.9M 0.07% +739 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,745 shares; 2024Q4: 46,284 shares; 2025Q1: 34,768 shares; 2025Q2: 35,084 shares; 2025Q3: 35,580 shares; 2025Q4: 37,083 shares 37,083 $1.87M 0.07% +1,503 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,475 shares; 2024Q4: 18,767 shares; 2025Q1: 20,294 shares; 2025Q2: 17,933 shares; 2025Q3: 22,225 shares; 2025Q4: 21,868 shares 21,868 $1.86M 0.07% -357 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,977 shares; 2024Q4: 105,415 shares; 2025Q1: 98,982 shares; 2025Q2: 116,384 shares; 2025Q3: 131,564 shares; 2025Q4: 156,207 shares 156,207 $1.85M 0.07% +24,643 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 277 shares; 2025Q1: 209 shares; 2025Q2: 198 shares; 2025Q3: 476 shares; 2025Q4: 47,580 shares 47,580 $1.85M 0.07% +47,104 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,308 shares; 2024Q4: 21,937 shares; 2025Q1: 22,689 shares; 2025Q2: 20,946 shares; 2025Q3: 28,131 shares; 2025Q4: 34,063 shares 34,063 $1.85M 0.07% +5,932 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,356 shares; 2025Q2: 10,102 shares; 2025Q3: 10,845 shares; 2025Q4: 12,279 shares 12,279 $1.84M 0.07% +1,434 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,110 shares; 2024Q4: 34,392 shares; 2025Q1: 35,111 shares; 2025Q2: 35,856 shares; 2025Q3: 36,996 shares; 2025Q4: 39,330 shares 39,330 $1.83M 0.07% +2,334 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 122 shares; 2025Q1: 236 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 21,940 shares 21,940 $1.82M 0.07% +19,167 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 6,346 shares; 2025Q1: 6,867 shares; 2025Q2: 7,932 shares; 2025Q3: 15,332 shares; 2025Q4: 38,195 shares 38,195 $1.81M 0.07% +22,863 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 4,980 shares; 2025Q1: 4,505 shares; 2025Q2: 4,192 shares; 2025Q3: 5,059 shares; 2025Q4: 5,766 shares 5,766 $1.81M 0.07% +707 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,604 shares; 2025Q1: 2,848 shares; 2025Q2: 2,463 shares; 2025Q3: 3,233 shares; 2025Q4: 3,985 shares 3,985 $1.81M 0.07% +752 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,113 shares; 2025Q1: 2,552 shares; 2025Q2: 2,290 shares; 2025Q3: 3,011 shares; 2025Q4: 3,499 shares 3,499 $1.8M 0.07% +488 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,559 shares; 2025Q2: 36,366 shares; 2025Q3: 44,489 shares; 2025Q4: 54,495 shares 54,495 $1.8M 0.07% +10,006 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 2,084 shares; 2025Q1: 2,428 shares; 2025Q2: 3,203 shares; 2025Q3: 5,214 shares; 2025Q4: 6,003 shares 6,003 $1.8M 0.07% +789 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,852 shares; 2024Q4: 24,088 shares; 2025Q1: 23,176 shares; 2025Q2: 24,108 shares; 2025Q3: 29,653 shares; 2025Q4: 30,133 shares 30,133 $1.74M 0.07% +480 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 2,445 shares; 2025Q1: 2,008 shares; 2025Q2: 1,579 shares; 2025Q3: 2,255 shares; 2025Q4: 2,502 shares 2,502 $1.74M 0.07% +247 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,917 shares; 2025Q1: 4,138 shares; 2025Q2: 4,817 shares; 2025Q3: 6,121 shares; 2025Q4: 6,537 shares 6,537 $1.73M 0.07% +416 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,294 shares; 2025Q1: 2,721 shares; 2025Q2: 2,348 shares; 2025Q3: 3,203 shares; 2025Q4: 3,591 shares 3,591 $1.7M 0.06% +388 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 2,581 shares; 2025Q1: 2,650 shares; 2025Q2: 2,889 shares; 2025Q3: 3,583 shares; 2025Q4: 3,437 shares 3,437 $1.7M 0.06% -146 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,389 shares; 2025Q1: 1,449 shares; 2025Q2: 1,237 shares; 2025Q3: 1,831 shares; 2025Q4: 2,043 shares 2,043 $1.69M 0.06% +212 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 459 shares; 2025Q1: 3,133 shares; 2025Q2: 18,083 shares; 2025Q3: 38,505 shares; 2025Q4: 29,427 shares 29,427 $1.68M 0.06% -9,078 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,825 shares 79,825 $1.67M 0.06% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,537 shares; 2025Q3: 59,461 shares; 2025Q4: 61,458 shares 61,458 $1.65M 0.06% +1,997 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,774 shares; 2025Q1: 28,552 shares; 2025Q2: 28,964 shares; 2025Q3: 30,627 shares; 2025Q4: 33,822 shares 33,822 $1.63M 0.06% +3,195 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 3,495 shares; 2025Q1: 4,389 shares; 2025Q2: 7,459 shares; 2025Q3: 11,445 shares; 2025Q4: 15,848 shares 15,848 $1.61M 0.06% +4,403 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,032 shares; 2025Q4: 17,698 shares 17,698 $1.61M 0.06% +6,666 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,123 shares; 2025Q2: 7,357 shares; 2025Q3: 8,582 shares; 2025Q4: 13,352 shares 13,352 $1.61M 0.06% +4,770 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 6,494 shares; 2025Q1: 6,975 shares; 2025Q2: 6,386 shares; 2025Q3: 8,560 shares; 2025Q4: 8,568 shares 8,568 $1.61M 0.06% +8 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,525 shares; 2025Q1: 1,642 shares; 2025Q2: 1,638 shares; 2025Q3: 1,674 shares; 2025Q4: 32,318 shares 32,318 $1.6M 0.06% +30,644 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 4,035 shares; 2025Q3: 14,459 shares; 2025Q4: 33,799 shares 33,799 $1.6M 0.06% +19,340 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,833 shares; 2025Q1: 2,080 shares; 2025Q2: 1,917 shares; 2025Q3: 2,914 shares; 2025Q4: 3,098 shares 3,098 $1.59M 0.06% +184 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,659 shares; 2025Q1: 16,711 shares; 2025Q2: 10,496 shares; 2025Q3: 18,147 shares; 2025Q4: 19,257 shares 19,257 $1.59M 0.06% +1,110 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,788 shares; 2024Q4: 20,022 shares; 2025Q1: 16,992 shares; 2025Q2: 15,937 shares; 2025Q3: 25,427 shares; 2025Q4: 26,317 shares 26,317 $1.58M 0.06% +890 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 320 shares; 2025Q1: 843 shares; 2025Q2: 982 shares; 2025Q3: 1,148 shares; 2025Q4: 10,514 shares 10,514 $1.58M 0.06% +9,366 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 13,447 shares; 2025Q1: 17,388 shares; 2025Q2: 15,603 shares; 2025Q3: 18,980 shares; 2025Q4: 21,332 shares 21,332 $1.57M 0.06% +2,352 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,553 shares; 2025Q1: 10,912 shares; 2025Q2: 15,427 shares; 2025Q3: 14,966 shares; 2025Q4: 16,581 shares 16,581 $1.57M 0.06% +1,615 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,389 shares; 2024Q4: 22,435 shares; 2025Q1: 22,270 shares; 2025Q2: 21,676 shares; 2025Q3: 28,727 shares; 2025Q4: 28,478 shares 28,478 $1.56M 0.06% -249 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,961 shares; 2024Q4: 26,343 shares; 2025Q1: 38,746 shares; 2025Q2: 45,719 shares; 2025Q3: 58,126 shares; 2025Q4: 66,530 shares 66,530 $1.56M 0.06% +8,404 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,548 shares; 2024Q4: 57,204 shares; 2025Q1: 67,199 shares; 2025Q2: 72,421 shares; 2025Q3: 90,054 shares; 2025Q4: 97,819 shares 97,819 $1.56M 0.06% +7,765 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,323 shares; 2025Q3: 24,002 shares; 2025Q4: 40,008 shares 40,008 $1.56M 0.06% +16,006 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 4,754 shares; 2025Q1: 7,058 shares; 2025Q2: 29,389 shares; 2025Q3: 32,066 shares; 2025Q4: 32,994 shares 32,994 $1.55M 0.06% +928 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 13,692 shares; 2025Q1: 14,482 shares; 2025Q2: 14,784 shares; 2025Q3: 17,234 shares; 2025Q4: 19,140 shares 19,140 $1.53M 0.06% +1,906 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 20,661 shares; 2025Q1: 22,082 shares; 2025Q2: 22,901 shares; 2025Q3: 23,956 shares; 2025Q4: 27,926 shares 27,926 $1.52M 0.06% +3,970 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,148 shares; 2025Q1: 2,333 shares; 2025Q2: 2,210 shares; 2025Q3: 3,062 shares; 2025Q4: 3,162 shares 3,162 $1.5M 0.06% +100 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,300 shares 72,300 $1.49M 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,309 shares; 2025Q1: 3,672 shares; 2025Q2: 3,574 shares; 2025Q3: 5,292 shares; 2025Q4: 5,361 shares 5,361 $1.48M 0.06% +69 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 3,358 shares; 2025Q1: 3,072 shares; 2025Q2: 3,685 shares; 2025Q3: 4,441 shares; 2025Q4: 4,913 shares 4,913 $1.47M 0.06% +472 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 5,352 shares; 2025Q1: 5,066 shares; 2025Q2: 5,637 shares; 2025Q3: 6,474 shares; 2025Q4: 6,763 shares 6,763 $1.47M 0.06% +289 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 3,256 shares; 2025Q1: 3,285 shares; 2025Q2: 3,344 shares; 2025Q3: 4,526 shares; 2025Q4: 4,626 shares 4,626 $1.46M 0.06% +100 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,762 shares; 2024Q4: 12,170 shares; 2025Q1: 15,928 shares; 2025Q2: 36,051 shares; 2025Q3: 59,652 shares; 2025Q4: 108,718 shares 108,718 $1.46M 0.06% +49,066 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 29,904 shares; 2025Q1: 42,868 shares; 2025Q2: 30,772 shares; 2025Q3: 44,247 shares; 2025Q4: 53,684 shares 53,684 $1.46M 0.06% +9,437 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,721 shares; 2025Q4: 11,958 shares 11,958 $1.45M 0.06% +3,237 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,203 shares; 2024Q4: 17,426 shares; 2025Q1: 17,331 shares; 2025Q2: 17,957 shares; 2025Q3: 18,497 shares; 2025Q4: 25,109 shares 25,109 $1.44M 0.05% +6,612 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,266 shares; 2024Q4: 28,714 shares; 2025Q1: 29,055 shares; 2025Q2: 28,546 shares; 2025Q3: 30,287 shares; 2025Q4: 33,585 shares 33,585 $1.43M 0.05% +3,298 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 2,159 shares; 2025Q1: 2,780 shares; 2025Q2: 2,918 shares; 2025Q3: 4,058 shares; 2025Q4: 4,873 shares 4,873 $1.42M 0.05% +815 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,966 shares; 2025Q1: 3,978 shares; 2025Q2: 3,773 shares; 2025Q3: 4,545 shares; 2025Q4: 4,878 shares 4,878 $1.42M 0.05% +333 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,452 shares; 2024Q4: 31,968 shares; 2025Q1: 36,055 shares; 2025Q2: 37,914 shares; 2025Q3: 47,544 shares; 2025Q4: 54,825 shares 54,825 $1.4M 0.05% +7,281 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 930 shares; 2025Q1: 1,422 shares; 2025Q2: 1,392 shares; 2025Q3: 1,729 shares; 2025Q4: 5,639 shares 5,639 $1.4M 0.05% +3,910 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,586 shares; 2024Q4: 21,077 shares; 2025Q1: 17,547 shares; 2025Q2: 15,537 shares; 2025Q3: 18,690 shares; 2025Q4: 15,115 shares 15,115 $1.39M 0.05% -3,575 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 4,367 shares; 2025Q1: 4,423 shares; 2025Q2: 3,422 shares; 2025Q3: 5,502 shares; 2025Q4: 6,028 shares 6,028 $1.39M 0.05% +526 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,276 shares; 2024Q4: 11,724 shares; 2025Q1: 11,033 shares; 2025Q2: 11,178 shares; 2025Q3: 12,001 shares; 2025Q4: 13,039 shares 13,039 $1.38M 0.05% +1,038 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 628 shares; 2025Q1: 11,485 shares; 2025Q2: 31,420 shares; 2025Q3: 32,716 shares; 2025Q4: 52,276 shares 52,276 $1.38M 0.05% +19,560 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,275 shares; 2025Q1: 1,468 shares; 2025Q2: 1,506 shares; 2025Q3: 2,188 shares; 2025Q4: 2,400 shares 2,400 $1.38M 0.05% +212 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 9,179 shares; 2025Q1: 11,023 shares; 2025Q2: 18,269 shares; 2025Q3: 23,703 shares; 2025Q4: 27,427 shares 27,427 $1.37M 0.05% +3,724 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 5,843 shares; 2025Q1: 5,806 shares; 2025Q2: 5,071 shares; 2025Q3: 6,939 shares; 2025Q4: 7,277 shares 7,277 $1.37M 0.05% +338 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,895 shares; 2025Q2: 26,022 shares; 2025Q3: 28,355 shares; 2025Q4: 29,358 shares 29,358 $1.36M 0.05% +1,003 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,219 shares; 2024Q4: 19,943 shares; 2025Q1: 21,475 shares; 2025Q2: 18,524 shares; 2025Q3: 24,122 shares; 2025Q4: 27,427 shares 27,427 $1.36M 0.05% +3,305 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,124 shares; 2024Q4: 38,608 shares; 2025Q1: 40,081 shares; 2025Q2: 39,827 shares; 2025Q3: 51,115 shares; 2025Q4: 45,352 shares 45,352 $1.36M 0.05% -5,763 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 32,727 shares; 2025Q1: 36,334 shares; 2025Q2: 42,450 shares; 2025Q3: 50,986 shares; 2025Q4: 52,807 shares 52,807 $1.36M 0.05% +1,821 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,346 shares; 2024Q4: 19,901 shares; 2025Q1: 20,282 shares; 2025Q2: 22,020 shares; 2025Q3: 22,674 shares; 2025Q4: 25,662 shares 25,662 $1.35M 0.05% +2,988 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 1,036 shares; 2025Q1: 1,397 shares; 2025Q2: 1,515 shares; 2025Q3: 2,271 shares; 2025Q4: 2,843 shares 2,843 $1.35M 0.05% +572 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,455 shares; 2024Q4: 13,736 shares; 2025Q1: 14,062 shares; 2025Q2: 10,486 shares; 2025Q3: 15,244 shares; 2025Q4: 24,707 shares 24,707 $1.34M 0.05% +9,463 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2,966 shares; 2025Q1: not reported; 2025Q2: 4,149 shares; 2025Q3: 4,338 shares; 2025Q4: 5,246 shares 5,246 $1.34M 0.05% +908 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 6,334 shares; 2025Q3: 12,552 shares; 2025Q4: 15,540 shares 15,540 $1.33M 0.05% +2,988 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 6,506 shares; 2025Q1: 6,957 shares; 2025Q2: 6,354 shares; 2025Q3: 8,323 shares; 2025Q4: 8,145 shares 8,145 $1.33M 0.05% -178 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 4,364 shares; 2025Q1: 4,800 shares; 2025Q2: 4,357 shares; 2025Q3: 5,183 shares; 2025Q4: 6,198 shares 6,198 $1.33M 0.05% +1,015 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,178 shares; 2025Q2: 49,062 shares; 2025Q3: 52,335 shares; 2025Q4: 56,604 shares 56,604 $1.33M 0.05% +4,269 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,802 shares; 2025Q1: 3,611 shares; 2025Q2: 3,278 shares; 2025Q3: 5,156 shares; 2025Q4: 5,949 shares 5,949 $1.3M 0.05% +793 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,636 shares; 2025Q1: 2,701 shares; 2025Q2: 2,747 shares; 2025Q3: 3,667 shares; 2025Q4: 3,963 shares 3,963 $1.29M 0.05% +296 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,899 shares; 2025Q1: 1,940 shares; 2025Q2: 1,808 shares; 2025Q3: 3,361 shares; 2025Q4: 3,782 shares 3,782 $1.28M 0.05% +421 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 5,720 shares; 2025Q1: 5,658 shares; 2025Q2: 5,068 shares; 2025Q3: 5,613 shares; 2025Q4: 6,193 shares 6,193 $1.28M 0.05% +580 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,655 shares; 2024Q4: 22,776 shares; 2025Q1: 23,226 shares; 2025Q2: 19,696 shares; 2025Q3: 27,116 shares; 2025Q4: 33,157 shares 33,157 $1.28M 0.05% +6,041 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 16,777 shares; 2025Q3: 24,917 shares; 2025Q4: 39,646 shares 39,646 $1.27M 0.05% +14,729 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 1,114 shares; 2025Q2: 2,423 shares; 2025Q3: 2,511 shares; 2025Q4: 3,683 shares 3,683 $1.27M 0.05% +1,172 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 26,949 shares; 2025Q1: 27,329 shares; 2025Q2: 23,434 shares; 2025Q3: 30,485 shares; 2025Q4: 34,870 shares 34,870 $1.27M 0.05% +4,385 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,085 shares; 2024Q4: 42,309 shares; 2025Q1: 45,943 shares; 2025Q2: 44,278 shares; 2025Q3: 54,464 shares; 2025Q4: 65,259 shares 65,259 $1.27M 0.05% +10,795 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 2,181 shares; 2025Q1: 1,811 shares; 2025Q2: 1,520 shares; 2025Q3: 2,517 shares; 2025Q4: 2,590 shares 2,590 $1.26M 0.05% +73 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 15,853 shares; 2025Q1: 14,640 shares; 2025Q2: 11,062 shares; 2025Q3: 16,611 shares; 2025Q4: 18,194 shares 18,194 $1.26M 0.05% +1,583 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,636 shares; 2024Q4: 29,355 shares; 2025Q1: 39,166 shares; 2025Q2: 37,049 shares; 2025Q3: 37,281 shares; 2025Q4: 38,049 shares 38,049 $1.25M 0.05% +768 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,410 shares; 2025Q2: 1,411 shares; 2025Q3: 3,373 shares; 2025Q4: 16,201 shares 16,201 $1.25M 0.05% +12,828 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 9,971 shares; 2025Q1: 10,045 shares; 2025Q2: 5,959 shares; 2025Q3: 8,336 shares; 2025Q4: 9,670 shares 9,670 $1.25M 0.05% +1,334 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,193 shares; 2025Q1: 2,145 shares; 2025Q2: 2,622 shares; 2025Q3: 2,557 shares; 2025Q4: 3,160 shares 3,160 $1.23M 0.05% +603 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: 22,202 shares; 2025Q3: 25,062 shares; 2025Q4: 26,534 shares 26,534 $1.23M 0.05% +1,472 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 4,329 shares; 2025Q1: 4,120 shares; 2025Q2: 3,114 shares; 2025Q3: 5,360 shares; 2025Q4: 6,573 shares 6,573 $1.23M 0.05% +1,213 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,624 shares; 2024Q4: 20,935 shares; 2025Q1: 21,030 shares; 2025Q2: 21,134 shares; 2025Q3: 23,094 shares; 2025Q4: 25,568 shares 25,568 $1.23M 0.05% +2,474 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,350 shares; 2025Q3: 19,082 shares; 2025Q4: 20,530 shares 20,530 $1.22M 0.05% +1,448 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 20,548 shares; 2025Q1: 22,727 shares; 2025Q2: 31,279 shares; 2025Q3: 25,429 shares; 2025Q4: 6,025 shares 6,025 $1.21M 0.05% -19,404 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,365 shares; 2024Q4: 13,300 shares; 2025Q1: 13,281 shares; 2025Q2: 12,549 shares; 2025Q3: 14,831 shares; 2025Q4: 15,261 shares 15,261 $1.21M 0.05% +430 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 8,525 shares; 2025Q1: 11,453 shares; 2025Q2: 12,023 shares; 2025Q3: 15,134 shares; 2025Q4: 15,674 shares 15,674 $1.21M 0.05% +540 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,441 shares; 2024Q4: 23,489 shares; 2025Q1: 28,575 shares; 2025Q2: 18,933 shares; 2025Q3: 32,688 shares; 2025Q4: 48,293 shares 48,293 $1.21M 0.05% +15,605 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,907 shares; 2025Q1: 3,109 shares; 2025Q2: 2,304 shares; 2025Q3: 3,046 shares; 2025Q4: 4,139 shares 4,139 $1.2M 0.05% +1,093 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 7,754 shares; 2025Q2: 21,626 shares; 2025Q3: 20,611 shares; 2025Q4: 20,876 shares 20,876 $1.2M 0.05% +265 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,358 shares; 2025Q3: 28,304 shares; 2025Q4: 25,981 shares 25,981 $1.2M 0.05% -2,323 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,051 shares; 2025Q3: 85,399 shares; 2025Q4: 83,344 shares 83,344 $1.2M 0.05% -2,055 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 861 shares; 2025Q1: 1,087 shares; 2025Q2: 1,222 shares; 2025Q3: 1,712 shares; 2025Q4: 1,869 shares 1,869 $1.18M 0.04% +157 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,533 shares; 2025Q1: 1,739 shares; 2025Q2: 1,798 shares; 2025Q3: 1,796 shares; 2025Q4: 2,952 shares 2,952 $1.18M 0.04% +1,156 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,629 shares; 2024Q4: 19,502 shares; 2025Q1: 18,403 shares; 2025Q2: 13,216 shares; 2025Q3: 13,256 shares; 2025Q4: 15,503 shares 15,503 $1.17M 0.04% +2,247 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 22,544 shares; 2025Q1: 26,169 shares; 2025Q2: 27,727 shares; 2025Q3: 35,656 shares; 2025Q4: 41,049 shares 41,049 $1.15M 0.04% +5,393 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 828 shares; 2025Q1: 768 shares; 2025Q2: 6,377 shares; 2025Q3: 10,264 shares; 2025Q4: 11,935 shares 11,935 $1.15M 0.04% +1,671 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,837 shares 16,837 $1.11M 0.04% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 9,303 shares; 2025Q1: 12,718 shares; 2025Q2: 17,329 shares; 2025Q3: 20,528 shares; 2025Q4: 22,587 shares 22,587 $1.1M 0.04% +2,059 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 6,704 shares; 2025Q1: 11,271 shares; 2025Q2: 18,590 shares; 2025Q3: 15,050 shares; 2025Q4: 18,768 shares 18,768 $1.09M 0.04% +3,718 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 13,967 shares; 2025Q1: 21,764 shares; 2025Q2: 26,640 shares; 2025Q3: 20,321 shares; 2025Q4: 20,794 shares 20,794 $1.09M 0.04% +473 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,996 shares; 2025Q1: 2,905 shares; 2025Q2: 2,162 shares; 2025Q3: 3,965 shares; 2025Q4: 7,005 shares 7,005 $1.08M 0.04% +3,040 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,880 shares; 2025Q1: 2,850 shares; 2025Q2: 2,568 shares; 2025Q3: 3,341 shares; 2025Q4: 3,726 shares 3,726 $1.08M 0.04% +385 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,131 shares; 2025Q1: 2,163 shares; 2025Q2: 2,014 shares; 2025Q3: 2,492 shares; 2025Q4: 3,093 shares 3,093 $1.08M 0.04% +601 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,966 shares; 2024Q4: 36,622 shares; 2025Q1: 51,398 shares; 2025Q2: 47,289 shares; 2025Q3: 67,798 shares; 2025Q4: 81,313 shares 81,313 $1.08M 0.04% +13,515 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,279 shares 16,279 $1.07M 0.04% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 870 shares; 2025Q1: 2,007 shares; 2025Q2: 3,774 shares; 2025Q3: 3,691 shares; 2025Q4: 4,217 shares 4,217 $1.07M 0.04% +526 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,845 shares; 2025Q1: 4,755 shares; 2025Q2: 3,892 shares; 2025Q3: 6,852 shares; 2025Q4: 8,816 shares 8,816 $1.07M 0.04% +1,964 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,985 shares 31,985 $1.06M 0.04% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 560 shares; 2025Q1: 573 shares; 2025Q2: 7,280 shares; 2025Q3: 11,199 shares; 2025Q4: 11,545 shares 11,545 $1.06M 0.04% +346 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 2,441 shares; 2025Q1: 2,808 shares; 2025Q2: 2,377 shares; 2025Q3: 4,846 shares; 2025Q4: 6,548 shares 6,548 $1.06M 0.04% +1,702 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 2,226 shares; 2025Q1: 6,697 shares; 2025Q2: 8,840 shares; 2025Q3: 7,343 shares; 2025Q4: 15,495 shares 15,495 $1.05M 0.04% +8,152 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 1,484 shares; 2025Q2: 3,455 shares; 2025Q3: 4,417 shares; 2025Q4: 5,723 shares 5,723 $1.05M 0.04% +1,306 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,230 shares; 2025Q2: 20,377 shares; 2025Q3: 21,609 shares; 2025Q4: 22,646 shares 22,646 $1.04M 0.04% +1,037 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: 50 shares; 2025Q4: 2,090 shares 2,090 $1.01M 0.04% +2,040 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,485 shares; 2025Q1: 1,423 shares; 2025Q2: 1,631 shares; 2025Q3: 2,378 shares; 2025Q4: 2,337 shares 2,337 $1M 0.04% -41 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 3,000 shares; 2025Q1: 3,136 shares; 2025Q2: 2,379 shares; 2025Q3: 8,867 shares; 2025Q4: 11,249 shares 11,249 $1000K 0.04% +2,382 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 14,217 shares; 2025Q1: 23,589 shares; 2025Q2: 22,372 shares; 2025Q3: 23,256 shares; 2025Q4: 33,385 shares 33,385 $996K 0.04% +10,129 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,466 shares; 2024Q4: 14,442 shares; 2025Q1: 13,235 shares; 2025Q2: 13,317 shares; 2025Q3: 15,676 shares; 2025Q4: 21,264 shares 21,264 $992K 0.04% +5,588 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,880 shares; 2025Q1: 5,082 shares; 2025Q2: 5,436 shares; 2025Q3: 6,596 shares; 2025Q4: 5,604 shares 5,604 $990K 0.04% -992 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 22,929 shares; 2025Q1: 21,808 shares; 2025Q2: 18,959 shares; 2025Q3: 21,469 shares; 2025Q4: 21,439 shares 21,439 $988K 0.04% -30 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 106 shares; 2025Q1: 736 shares; 2025Q2: 1,870 shares; 2025Q3: 2,059 shares; 2025Q4: 2,950 shares 2,950 $961K 0.04% +891 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 5,368 shares; 2025Q1: 6,201 shares; 2025Q2: 4,522 shares; 2025Q3: 6,697 shares; 2025Q4: 8,207 shares 8,207 $959K 0.04% +1,510 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 13,839 shares; 2025Q1: 9,153 shares; 2025Q2: 8,872 shares; 2025Q3: 13,020 shares; 2025Q4: 16,954 shares 16,954 $959K 0.04% +3,934 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 540 shares; 2025Q4: 6,022 shares 6,022 $942K 0.04% +5,482 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,044 shares; 2024Q4: 44,496 shares; 2025Q1: 42,608 shares; 2025Q2: 38,973 shares; 2025Q3: 47,331 shares; 2025Q4: 53,716 shares 53,716 $938K 0.04% +6,385 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,637 shares; 2025Q1: 1,760 shares; 2025Q2: 1,192 shares; 2025Q3: 2,095 shares; 2025Q4: 2,388 shares 2,388 $936K 0.04% +293 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,846 shares; 2025Q4: 18,233 shares 18,233 $927K 0.04% +6,387 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 4,850 shares; 2025Q1: 4,075 shares; 2025Q2: 3,684 shares; 2025Q3: 4,369 shares; 2025Q4: 4,305 shares 4,305 $924K 0.04% -64 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,824 shares; 2025Q1: 5,321 shares; 2025Q2: 3,589 shares; 2025Q3: 3,522 shares; 2025Q4: 5,461 shares 5,461 $924K 0.04% +1,939 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,970 shares; 2025Q4: 18,603 shares 18,603 $922K 0.03% +6,633 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 5,508 shares; 2025Q1: 9,841 shares; 2025Q2: 9,910 shares; 2025Q3: 13,821 shares; 2025Q4: 15,011 shares 15,011 $914K 0.03% +1,190 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 800 shares; 2025Q1: 541 shares; 2025Q2: 907 shares; 2025Q3: 3,692 shares; 2025Q4: 10,003 shares 10,003 $914K 0.03% +6,311 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,097 shares; 2025Q3: 14,941 shares; 2025Q4: 26,977 shares 26,977 $908K 0.03% +12,036 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 12,426 shares; 2025Q1: 12,096 shares; 2025Q2: 10,880 shares; 2025Q3: 11,731 shares; 2025Q4: 12,825 shares 12,825 $903K 0.03% +1,094 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,179 shares; 2024Q4: 55,109 shares; 2025Q1: 70,734 shares; 2025Q2: 60,010 shares; 2025Q3: 59,095 shares; 2025Q4: 47,286 shares 47,286 $901K 0.03% -11,809 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,386 shares; 2024Q4: 102,468 shares; 2025Q1: 97,831 shares; 2025Q2: 99,306 shares; 2025Q3: 109,136 shares; 2025Q4: 122,368 shares 122,368 $901K 0.03% +13,232 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 1,467 shares; 2025Q1: 1,608 shares; 2025Q2: 1,389 shares; 2025Q3: 1,941 shares; 2025Q4: 2,264 shares 2,264 $891K 0.03% +323 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 3,237 shares; 2025Q1: 3,090 shares; 2025Q2: 2,650 shares; 2025Q3: 3,733 shares; 2025Q4: 4,553 shares 4,553 $891K 0.03% +820 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,923 shares; 2025Q4: 10,923 shares 10,923 $891K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,920 shares; 2024Q4: 11,462 shares; 2025Q1: 14,058 shares; 2025Q2: 13,418 shares; 2025Q3: 20,932 shares; 2025Q4: 25,564 shares 25,564 $888K 0.03% +4,632 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,937 shares; 2025Q1: 5,004 shares; 2025Q2: 4,158 shares; 2025Q3: 6,092 shares; 2025Q4: 7,638 shares 7,638 $886K 0.03% +1,546 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,071 shares; 2024Q4: 17,920 shares; 2025Q1: 27,489 shares; 2025Q2: 17,417 shares; 2025Q3: 17,468 shares; 2025Q4: 17,447 shares 17,447 $886K 0.03% -21 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 17,788 shares; 2025Q1: 17,102 shares; 2025Q2: 14,978 shares; 2025Q3: 19,619 shares; 2025Q4: 17,135 shares 17,135 $878K 0.03% -2,484 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,623 shares; 2025Q1: 2,693 shares; 2025Q2: 2,217 shares; 2025Q3: 3,506 shares; 2025Q4: 3,500 shares 3,500 $871K 0.03% -6 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 12,780 shares; 2025Q1: 10,741 shares; 2025Q2: 10,005 shares; 2025Q3: 11,609 shares; 2025Q4: 11,747 shares 11,747 $867K 0.03% +138 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 9,561 shares; 2025Q1: 9,103 shares; 2025Q2: 11,416 shares; 2025Q3: 14,778 shares; 2025Q4: 14,558 shares 14,558 $860K 0.03% -220 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 2,112 shares; 2025Q1: 2,346 shares; 2025Q2: 1,552 shares; 2025Q3: 2,729 shares; 2025Q4: 3,041 shares 3,041 $857K 0.03% +312 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,905 shares; 2024Q4: 23,988 shares; 2025Q1: 24,571 shares; 2025Q2: 34,399 shares; 2025Q3: 39,174 shares; 2025Q4: 5,895 shares 5,895 $851K 0.03% -33,279 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 586 shares; 2025Q1: 602 shares; 2025Q2: 479 shares; 2025Q3: 575 shares; 2025Q4: 829 shares 829 $847K 0.03% +254 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,824 shares; 2025Q3: 42,644 shares; 2025Q4: 15,783 shares 15,783 $839K 0.03% -26,861 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 404 shares; 2025Q1: 3,695 shares; 2025Q2: 4,263 shares; 2025Q3: 5,263 shares; 2025Q4: 10,664 shares 10,664 $831K 0.03% +5,401 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 401 shares; 2025Q2: 355 shares; 2025Q3: 366 shares; 2025Q4: 9,288 shares 9,288 $829K 0.03% +8,922 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 11,301 shares; 2025Q1: 21,875 shares; 2025Q2: 19,515 shares; 2025Q3: 21,562 shares; 2025Q4: 25,277 shares 25,277 $828K 0.03% +3,715 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,789 shares; 2025Q1: 7,555 shares; 2025Q2: 7,572 shares; 2025Q3: 8,797 shares; 2025Q4: 10,251 shares 10,251 $825K 0.03% +1,454 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 784 shares; 2025Q1: 765 shares; 2025Q2: 688 shares; 2025Q3: 1,033 shares; 2025Q4: 1,009 shares 1,009 $825K 0.03% -24 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 767 shares; 2025Q1: 981 shares; 2025Q2: 828 shares; 2025Q3: 1,513 shares; 2025Q4: 1,426 shares 1,426 $822K 0.03% -87 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 3,804 shares; 2025Q4: 16,901 shares 16,901 $814K 0.03% +13,097 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,516 shares; 2025Q1: 3,391 shares; 2025Q2: 2,939 shares; 2025Q3: 3,685 shares; 2025Q4: 3,949 shares 3,949 $804K 0.03% +264 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,801 shares; 2025Q1: 3,064 shares; 2025Q2: 2,426 shares; 2025Q3: 4,120 shares; 2025Q4: 4,296 shares 4,296 $803K 0.03% +176 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 13,319 shares 13,319 $802K 0.03% +12,841 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 10,817 shares; 2025Q1: 13,333 shares; 2025Q2: 12,141 shares; 2025Q3: 12,093 shares; 2025Q4: 13,401 shares 13,401 $787K 0.03% +1,308 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 8,511 shares; 2025Q3: 8,511 shares; 2025Q4: 8,511 shares 8,511 $787K 0.03% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 12,066 shares; 2025Q1: 12,756 shares; 2025Q2: 16,042 shares; 2025Q3: 17,201 shares; 2025Q4: 19,109 shares 19,109 $786K 0.03% +1,908 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,433 shares; 2025Q1: 1,605 shares; 2025Q2: 1,118 shares; 2025Q3: 2,350 shares; 2025Q4: 2,202 shares 2,202 $785K 0.03% -148 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,867 shares 42,867 $783K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,889 shares; 2025Q1: 6,983 shares; 2025Q2: 6,247 shares; 2025Q3: 9,855 shares; 2025Q4: 10,553 shares 10,553 $783K 0.03% +698 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 4,411 shares; 2025Q1: 2,820 shares; 2025Q2: 4,990 shares; 2025Q3: 7,885 shares; 2025Q4: 8,780 shares 8,780 $782K 0.03% +895 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 635 shares; 2025Q1: 761 shares; 2025Q2: 806 shares; 2025Q3: 1,158 shares; 2025Q4: 1,130 shares 1,130 $772K 0.03% -28 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 4,429 shares; 2025Q1: 5,987 shares; 2025Q2: 4,718 shares; 2025Q3: 7,940 shares; 2025Q4: 8,941 shares 8,941 $770K 0.03% +1,001 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,386 shares; 2024Q4: 11,251 shares; 2025Q1: 19,487 shares; 2025Q2: 11,825 shares; 2025Q3: 21,984 shares; 2025Q4: 26,577 shares 26,577 $769K 0.03% +4,593 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 12 shares; 2025Q3: 80 shares; 2025Q4: 2,465 shares 2,465 $768K 0.03% +2,385 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,488 shares; 2025Q1: 3,585 shares; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,701 shares 3,701 $764K 0.03% +9 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 8,154 shares; 2025Q3: 7,640 shares; 2025Q4: 15,685 shares 15,685 $764K 0.03% +8,045 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 9,198 shares; 2025Q3: 12,633 shares; 2025Q4: 14,396 shares 14,396 $760K 0.03% +1,763 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 1,294 shares; 2025Q1: 1,298 shares; 2025Q2: 1,014 shares; 2025Q3: 972 shares; 2025Q4: 987 shares 987 $760K 0.03% +15 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 11,115 shares; 2025Q1: 25,996 shares; 2025Q2: 32,121 shares; 2025Q3: 31,638 shares; 2025Q4: 39,917 shares 39,917 $758K 0.03% +8,279 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 6,015 shares; 2025Q1: 6,154 shares; 2025Q2: 3,897 shares; 2025Q3: 5,775 shares; 2025Q4: 7,598 shares 7,598 $757K 0.03% +1,823 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 13,655 shares; 2025Q1: 30,738 shares; 2025Q2: 36,592 shares; 2025Q3: 34,452 shares; 2025Q4: 28,490 shares 28,490 $756K 0.03% -5,962 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 7,595 shares; 2025Q1: 7,236 shares; 2025Q2: 6,490 shares; 2025Q3: 6,874 shares; 2025Q4: 7,724 shares 7,724 $753K 0.03% +850 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 10,910 shares 10,910 $749K 0.03% +10,894 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 10,129 shares; 2025Q1: 13,033 shares; 2025Q2: 13,613 shares; 2025Q3: 27,297 shares; 2025Q4: 24,259 shares 24,259 $748K 0.03% -3,038 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,653 shares; 2024Q4: 29,348 shares; 2025Q1: 29,615 shares; 2025Q2: 31,088 shares; 2025Q3: 37,070 shares; 2025Q4: 42,462 shares 42,462 $747K 0.03% +5,392 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 10,155 shares; 2025Q1: 10,432 shares; 2025Q2: 8,025 shares; 2025Q3: 11,011 shares; 2025Q4: 12,185 shares 12,185 $746K 0.03% +1,174 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,481 shares; 2024Q4: 23,184 shares; 2025Q1: 17,422 shares; 2025Q2: 15,282 shares; 2025Q3: 25,875 shares; 2025Q4: 26,763 shares 26,763 $738K 0.03% +888 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 2,689 shares; 2025Q1: 3,548 shares; 2025Q2: 5,814 shares; 2025Q3: 8,102 shares; 2025Q4: 9,469 shares 9,469 $736K 0.03% +1,367 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 2,172 shares; 2025Q1: 1,862 shares; 2025Q2: 962 shares; 2025Q3: 2,183 shares; 2025Q4: 4,521 shares 4,521 $735K 0.03% +2,338 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 11,946 shares; 2025Q1: 8,992 shares; 2025Q2: 8,516 shares; 2025Q3: 14,090 shares; 2025Q4: 14,883 shares 14,883 $734K 0.03% +793 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 4,630 shares; 2025Q1: 4,885 shares; 2025Q2: 3,287 shares; 2025Q3: 4,163 shares; 2025Q4: 2,593 shares 2,593 $732K 0.03% -1,570 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares 6,699 $731K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 200 shares; 2025Q1: 182 shares; 2025Q2: 136 shares; 2025Q3: 215 shares; 2025Q4: 214 shares 214 $727K 0.03% -1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 1,108 shares; 2025Q1: 1,301 shares; 2025Q2: 1,015 shares; 2025Q3: 1,643 shares; 2025Q4: 2,137 shares 2,137 $727K 0.03% +494 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,620 shares; 2025Q1: 2,278 shares; 2025Q2: 1,642 shares; 2025Q3: 2,499 shares; 2025Q4: 3,442 shares 3,442 $720K 0.03% +943 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,576 shares 28,576 $718K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,520 shares; 2025Q1: 1,373 shares; 2025Q2: 1,292 shares; 2025Q3: 3,188 shares; 2025Q4: 4,047 shares 4,047 $713K 0.03% +859 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 5,928 shares; 2025Q1: 6,911 shares; 2025Q2: 5,481 shares; 2025Q3: 10,302 shares; 2025Q4: 10,534 shares 10,534 $710K 0.03% +232 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 2,501 shares; 2025Q1: 2,729 shares; 2025Q2: 2,611 shares; 2025Q3: 3,629 shares; 2025Q4: 3,712 shares 3,712 $707K 0.03% +83 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 1,555 shares; 2025Q1: 1,717 shares; 2025Q2: 1,202 shares; 2025Q3: 2,166 shares; 2025Q4: 3,087 shares 3,087 $704K 0.03% +921 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,408 shares; 2025Q1: 1,697 shares; 2025Q2: 1,878 shares; 2025Q3: 2,465 shares; 2025Q4: 3,055 shares 3,055 $704K 0.03% +590 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 6,252 shares; 2025Q1: 6,307 shares; 2025Q2: 10,746 shares; 2025Q3: 15,978 shares; 2025Q4: 17,140 shares 17,140 $701K 0.03% +1,162 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,815 shares; 2025Q3: 35,241 shares; 2025Q4: 28,896 shares 28,896 $695K 0.03% -6,345 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 898 shares 898 $683K 0.03% +696 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,647 shares; 2025Q1: 6,935 shares; 2025Q2: 7,407 shares; 2025Q3: 5,432 shares; 2025Q4: 6,779 shares 6,779 $680K 0.03% +1,347 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 2,697 shares; 2025Q1: 6,597 shares; 2025Q2: 5,306 shares; 2025Q3: 6,792 shares; 2025Q4: 5,875 shares 5,875 $678K 0.03% -917 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,938 shares; 2024Q4: 22,937 shares; 2025Q1: 21,576 shares; 2025Q2: 21,666 shares; 2025Q3: 30,170 shares; 2025Q4: 32,704 shares 32,704 $678K 0.03% +2,534 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 9,377 shares; 2025Q1: 8,394 shares; 2025Q2: 6,815 shares; 2025Q3: 10,585 shares; 2025Q4: 10,747 shares 10,747 $674K 0.03% +162 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 6,396 shares; 2025Q1: 6,475 shares; 2025Q2: 5,835 shares; 2025Q3: 10,361 shares; 2025Q4: 11,393 shares 11,393 $673K 0.03% +1,032 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 9,192 shares; 2025Q3: 20,037 shares; 2025Q4: 29,736 shares 29,736 $671K 0.03% +9,699 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 3,856 shares; 2025Q1: 3,533 shares; 2025Q2: 1,452 shares; 2025Q3: 5,214 shares; 2025Q4: 6,015 shares 6,015 $671K 0.03% +801 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 2,940 shares; 2025Q1: 4,878 shares; 2025Q2: 5,027 shares; 2025Q3: 5,246 shares; 2025Q4: 7,880 shares 7,880 $664K 0.03% +2,634 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 16,039 shares; 2025Q1: 18,784 shares; 2025Q2: 15,801 shares; 2025Q3: 17,556 shares; 2025Q4: 16,871 shares 16,871 $663K 0.03% -685 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 993 shares; 2025Q1: 1,134 shares; 2025Q2: 971 shares; 2025Q3: 1,859 shares; 2025Q4: 2,864 shares 2,864 $663K 0.03% +1,005 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 3,318 shares; 2025Q1: 14,927 shares; 2025Q2: 23,269 shares; 2025Q3: 3,179 shares; 2025Q4: 17,321 shares 17,321 $663K 0.03% +14,142 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 1,022 shares; 2025Q1: 1,015 shares; 2025Q2: 2,841 shares; 2025Q3: 3,766 shares; 2025Q4: 8,005 shares 8,005 $654K 0.02% +4,239 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,524 shares; 2025Q1: 2,315 shares; 2025Q2: 1,611 shares; 2025Q3: 3,283 shares; 2025Q4: 4,178 shares 4,178 $653K 0.02% +895 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 8,410 shares; 2025Q1: 8,436 shares; 2025Q2: 5,893 shares; 2025Q3: 10,454 shares; 2025Q4: 12,620 shares 12,620 $649K 0.02% +2,166 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 14,375 shares; 2025Q1: 14,479 shares; 2025Q2: 14,753 shares; 2025Q3: 14,556 shares; 2025Q4: 24,276 shares 24,276 $646K 0.02% +9,720 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,660 shares; 2025Q1: 1,945 shares; 2025Q2: 1,843 shares; 2025Q3: 2,882 shares; 2025Q4: 3,545 shares 3,545 $643K 0.02% +663 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,129 shares 25,129 $640K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 1,260 shares; 2025Q1: 1,266 shares; 2025Q2: 994 shares; 2025Q3: 1,643 shares; 2025Q4: 1,658 shares 1,658 $637K 0.02% +15 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,752 shares; 2025Q1: 2,959 shares; 2025Q2: 2,856 shares; 2025Q3: 3,769 shares; 2025Q4: 4,208 shares 4,208 $637K 0.02% +439 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 3,755 shares; 2025Q1: 4,002 shares; 2025Q2: 2,774 shares; 2025Q3: 5,013 shares; 2025Q4: 5,737 shares 5,737 $636K 0.02% +724 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 9,399 shares; 2025Q1: 9,399 shares; 2025Q2: 4,049 shares; 2025Q3: 9,968 shares; 2025Q4: 12,671 shares 12,671 $631K 0.02% +2,703 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 9,661 shares; 2025Q1: 11,493 shares; 2025Q2: 10,841 shares; 2025Q3: 13,690 shares; 2025Q4: 14,340 shares 14,340 $630K 0.02% +650 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,237 shares; 2025Q1: 2,347 shares; 2025Q2: 9,066 shares; 2025Q3: 9,059 shares; 2025Q4: 13,609 shares 13,609 $629K 0.02% +4,550 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 3,979 shares; 2025Q1: 5,405 shares; 2025Q2: 5,552 shares; 2025Q3: 5,481 shares; 2025Q4: 5,679 shares 5,679 $626K 0.02% +198 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,722 shares; 2025Q1: 3,540 shares; 2025Q2: 2,730 shares; 2025Q3: 4,350 shares; 2025Q4: 4,514 shares 4,514 $621K 0.02% +164 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,594 shares; 2025Q1: 5,911 shares; 2025Q2: 5,674 shares; 2025Q3: 6,952 shares; 2025Q4: 7,987 shares 7,987 $614K 0.02% +1,035 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 402 shares; 2025Q4: 4,333 shares 4,333 $607K 0.02% +3,931 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 3,333 shares; 2025Q1: 3,371 shares; 2025Q2: 2,583 shares; 2025Q3: 4,125 shares; 2025Q4: 4,172 shares 4,172 $607K 0.02% +47 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 2,072 shares; 2025Q1: 3,151 shares; 2025Q2: 2,630 shares; 2025Q3: 4,290 shares; 2025Q4: 4,703 shares 4,703 $605K 0.02% +413 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 2,060 shares; 2025Q3: 2,087 shares; 2025Q4: 2,211 shares 2,211 $600K 0.02% +124 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 4,105 shares; 2025Q1: 5,006 shares; 2025Q2: 3,611 shares; 2025Q3: 5,392 shares; 2025Q4: 4,711 shares 4,711 $596K 0.02% -681 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 3,313 shares; 2025Q3: 15,804 shares; 2025Q4: 9,803 shares 9,803 $595K 0.02% -6,001 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,851 shares; 2025Q1: 3,469 shares; 2025Q2: 2,903 shares; 2025Q3: 3,142 shares; 2025Q4: 3,017 shares 3,017 $593K 0.02% -125 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,122 shares; 2025Q1: 2,877 shares; 2025Q2: 3,328 shares; 2025Q3: 3,975 shares; 2025Q4: 3,188 shares 3,188 $590K 0.02% -787 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,101 shares; 2025Q1: 2,074 shares; 2025Q2: 2,130 shares; 2025Q3: 2,257 shares; 2025Q4: 12,894 shares 12,894 $590K 0.02% +10,637 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 1,971 shares; 2025Q1: 2,093 shares; 2025Q2: 1,896 shares; 2025Q3: 2,583 shares; 2025Q4: 2,618 shares 2,618 $588K 0.02% +35 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,915 shares; 2025Q1: 3,800 shares; 2025Q2: 2,865 shares; 2025Q3: 5,208 shares; 2025Q4: 5,257 shares 5,257 $583K 0.02% +49 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 3,232 shares; 2025Q1: 3,583 shares; 2025Q2: 4,921 shares; 2025Q3: 7,285 shares; 2025Q4: 7,210 shares 7,210 $583K 0.02% -75 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 3,623 shares; 2025Q1: 3,946 shares; 2025Q2: 3,786 shares; 2025Q3: 5,667 shares; 2025Q4: 5,504 shares 5,504 $582K 0.02% -163 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 286 shares; 2025Q1: 309 shares; 2025Q2: 231 shares; 2025Q3: 409 shares; 2025Q4: 440 shares 440 $580K 0.02% +31 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 3,977 shares; 2025Q1: 4,434 shares; 2025Q2: 5,084 shares; 2025Q3: 5,434 shares; 2025Q4: 5,694 shares 5,694 $578K 0.02% +260 Timeline